Analysis Article • Jul 31
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Mexican (IPC) Consumer Discretionary Sector Analysis
UpdatedAug 02, 2026
DataAggregated Company Financials
Companies18
- 7D1.9%
- 3M-3.9%
- 1Y5.6%
- YTD-2.5%
In the last week, the Consumer Discretionary industry is up 1.9%, with El Puerto de Liverpool. de up 3.7%. This takes the industry's 12 month performance to a gain of 5.6%. Looking forward, earnings are forecast to grow by 17% annually.
Sector Valuation and Performance
Has the Mexican Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 02 Aug 2026 | Mex$283.0b | Mex$537.6b | Mex$24.4b | 14.2x | 11.6x | 0.5x |
| Tue, 30 Jun 2026 | Mex$289.8b | Mex$532.6b | Mex$23.5b | 14.8x | 12.4x | 0.5x |
| Thu, 28 May 2026 | Mex$300.5b | Mex$531.9b | Mex$23.5b | 15.3x | 12.8x | 0.6x |
| Sat, 25 Apr 2026 | Mex$299.4b | Mex$532.6b | Mex$24.4b | 15.6x | 12.3x | 0.6x |
| Mon, 23 Mar 2026 | Mex$285.0b | Mex$524.8b | Mex$23.2b | 14.5x | 12.3x | 0.5x |
| Wed, 18 Feb 2026 | Mex$300.3b | Mex$517.8b | Mex$25.6b | 9.5x | 11.7x | 0.6x |
| Fri, 16 Jan 2026 | Mex$296.1b | Mex$521.0b | Mex$25.6b | 9.6x | 11.6x | 0.6x |
| Sun, 14 Dec 2025 | Mex$294.2b | Mex$523.0b | Mex$25.6b | 9.5x | 11.5x | 0.6x |
| Tue, 11 Nov 2025 | Mex$278.6b | Mex$522.4b | Mex$25.0b | 9.5x | 11.1x | 0.5x |
| Thu, 09 Oct 2025 | Mex$285.9b | Mex$562.2b | Mex$27.4b | 10.7x | 10.5x | 0.5x |
| Sat, 06 Sep 2025 | Mex$303.0b | Mex$572.7b | Mex$28.2b | 11.2x | 10.8x | 0.5x |
| Mon, 04 Aug 2025 | Mex$282.7b | Mex$519.1b | Mex$25.1b | 12.5x | 11.3x | 0.5x |
| Wed, 02 Jul 2025 | Mex$283.0b | Mex$509.4b | Mex$27.2b | 16.1x | 10.4x | 0.6x |
| Fri, 30 May 2025 | Mex$276.1b | Mex$512.9b | Mex$27.2b | 15.9x | 10.2x | 0.5x |
| Sun, 27 Apr 2025 | Mex$281.4b | Mex$575.6b | Mex$30.8b | 10.6x | 9.1x | 0.5x |
| Tue, 25 Mar 2025 | Mex$289.1b | Mex$574.0b | Mex$32.1b | 11.8x | 9x | 0.5x |
| Thu, 20 Feb 2025 | Mex$304.5b | Mex$555.8b | Mex$33.3b | 11.8x | 9.1x | 0.5x |
| Sat, 18 Jan 2025 | Mex$288.4b | Mex$559.0b | Mex$33.3b | 10.3x | 8.7x | 0.5x |
| Mon, 16 Dec 2024 | Mex$293.1b | Mex$555.2b | Mex$33.3b | 11.1x | 8.8x | 0.5x |
| Wed, 13 Nov 2024 | Mex$303.5b | Mex$557.7b | Mex$33.3b | 11.5x | 9.1x | 0.5x |
| Fri, 11 Oct 2024 | Mex$315.7b | Mex$538.7b | Mex$32.7b | 13.5x | 9.7x | 0.6x |
| Sun, 08 Sep 2024 | Mex$318.3b | Mex$541.7b | Mex$32.7b | 12.5x | 9.7x | 0.6x |
| Tue, 06 Aug 2024 | Mex$331.2b | Mex$490.0b | Mex$30.6b | 12.7x | 10.8x | 0.7x |
| Thu, 04 Jul 2024 | Mex$317.2b | Mex$469.0b | Mex$28.3b | 12.7x | 11.2x | 0.7x |
| Sat, 01 Jun 2024 | Mex$348.6b | Mex$462.1b | Mex$27.8b | 14.5x | 12.5x | 0.8x |
| Mon, 29 Apr 2024 | Mex$366.8b | Mex$509.7b | Mex$29.9b | 12.9x | 12.3x | 0.7x |
| Wed, 27 Mar 2024 | Mex$372.9b | Mex$504.7b | Mex$28.6b | 12.6x | 13x | 0.7x |
| Fri, 23 Feb 2024 | Mex$346.9b | Mex$510.1b | Mex$27.8b | 15.6x | 12.5x | 0.7x |
| Sun, 21 Jan 2024 | Mex$386.8b | Mex$580.9b | Mex$33.2b | 14.5x | 11.7x | 0.7x |
| Tue, 19 Dec 2023 | Mex$382.7b | Mex$581.3b | Mex$33.2b | 14.5x | 11.5x | 0.7x |
| Thu, 16 Nov 2023 | Mex$358.5b | Mex$582.1b | Mex$33.2b | 14.4x | 10.8x | 0.6x |
| Sat, 14 Oct 2023 | Mex$360.0b | Mex$593.3b | Mex$31.4b | 14x | 11.5x | 0.6x |
| Mon, 11 Sep 2023 | Mex$377.6b | Mex$590.2b | Mex$31.4b | 13.7x | 12x | 0.6x |
| Wed, 09 Aug 2023 | Mex$376.8b | Mex$586.1b | Mex$31.3b | 14.3x | 12x | 0.6x |
Price to Earnings Ratio
12x
Current Industry PE
- Investors are relatively neutral on the Mexican Consumer Discretionary industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 11.0x.
- The industry is trading close to its 3-year average PS ratio of 0.59x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have declined 8.0% per year over the last three years,
- Revenues have also declined 2.8% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the Mexican Consumer Discretionary sector?
| MX Market | 0.61% | |
| Consumer Discretionary | 1.90% | |
| General Merchandise and Department Stores | 3.68% | |
| Auto Components | 1.86% | |
| Hospitality | 1.37% | |
| Consumer Durables | 1.09% | |
| Specialty Stores | -3.97% | |
Industry PE
- Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 26.6x.
- Analysts are expecting annual earnings growth of 24.5%, which is higher than its past year's earnings decline of 68.4% per year.
Forecasted Growth
- Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 78% over the next 5 years.
- In contrast, the Consumer Durables industry is expected to see its earnings grow by 8.9% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| LIVEPOL C-1 El Puerto de Liverpool. de | Mex$104.05 | 3.7% +Mex$5.0b | 13.7% | PE7.5x | |
| ALSEA * Alsea. de | Mex$42.12 | 3.3% +Mex$1.1b | -23.7% | PE19.8x | |
| HOTEL * Grupo Hotelero Santa Fe. de | Mex$5.03 | 7.7% +Mex$257.8m | 41.7% | PE54.5x | |
| NEMAK A Nemak S. A. B. de C. V | Mex$2.91 | 1.7% +Mex$142.9m | -16.6% | PS0.09x | |
| ARA * Consorcio ARA S. A. B. de C. V | Mex$4.98 | 1.6% +Mex$97.1m | 55.6% | PE6.6x |
